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Sylvain_plourde
New Member

Canada
1 Posts

Posted - 05/10/2017 :  15:16:43  Show Profile  Reply with Quote
Is there a way to get a custom field used on the Quotes to follow on the PO template.

stevesiggs
QuoteWerks Genius

United Kingdom
2137 Posts

Posted - 05/11/2017 :  10:13:11  Show Profile  Visit stevesiggs's Homepage  Reply with Quote
quote:
Originally posted by Sylvain_plourde

Is there a way to get a custom field used on the Quotes to follow on the PO template.

As in one of the Custom tab CustomTextXX fields? Or perhaps one of the CustomText field on the Document Items grid?

Yes - these may be added to a PO Layout in the same way as the Quote Layout. Use the Delivery window Edit button to open the Layout in the Designer and simply add it in using the Fields button.

Hope this helps,

Stephen Siggs
Hilltops IT / ConnectIt Software
QuoteWerks Solution & Development Partner since 2005

Skype: stephen.siggs
Tel: +44(0) 344 357 7360
Cell: +44(0) 7875 423661
Email: steve@hilltopsit.co.uk
QuoteWerks services - www.hilltopsit.co.uk/quotewerks
QuoteWerks add-ons - www.connectit-software.co.uk
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Quintadena
QuoteWerks Genius

United Kingdom
2354 Posts

Posted - 05/12/2017 :  06:23:31  Show Profile  Visit Quintadena's Homepage  Reply with Quote
Steve is absolutely correct.

The macros can indeed be added into the Purchase Order and whether or not they show up would be dictated by how your layout sections are formulated (by default they should display providing the macro is in there).

We have several years of layout expertise within both the QuoteWerks layout/report designer and the Word Merge feature for QuoteWerks. This may be easily achieved by yourself however if you require any assistance, we'd be happy to take a look!

Best Regards,
Brandon Haycock

The World's #1 Solutions Partner 2007-2016
sales@quintadena.com
(Support, Configuration, Development and Extensions)

Have you seen our QuoteWerks to Xero Integration? http://goo.gl/MaJwgu
Live Chat with us about QuoteWerks here - http://goo.gl/1gtui - (UK office hours)
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